Reviews for Tristate Financial Advisors

Apr 2024

Marcus Sturdivant has been a tremendous advisor in assisting me with adjusting my financial avenues to prepare for retirement! I absolutely recommend him for any financial help anyone is seeking to solidify their short or long term financial planning!
Jul 2023

I met with Cait and she was very professional and easy to talk to! She was more than willing to answer any questions or concerns I had. She has really helped me out with my 401k and really given me peace of mind. Thank you Cait!
Jun 2023

I met with Cait, a young woman, who was helpful, nice, and flexible with my schedule! I was nervous about talking with a Financial Advisor, because I had never done it before, but Cait was very easy to talk to and she helped me decide what to do with the money I wanted to put away. It was so refreshing to talk to another young woman! Thanks, Cait!